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MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
CRD 291599File 801-112370
APPROVED
Retail clients
Custody
Filing as of Aug 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$342.9M
Below cohort median (national)
Discretionary AUM
$342.9M
Clients
371
371 accounts
Employees
6
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 26, 2018
- Principal office
- 496 STATE RD, WEST TISBURY, MA, 02575
- Phone
- (508) 693-8850
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $342.9M
- Discretionary AUM
- $342.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 371
- Non-discretionary accounts
- 0
- Total accounts
- 371
- AUM per client
- $924K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $8.0M |
| Charitable organizations | 21 | $54.9M |
| High net worth individuals | 113 | $208.1M |
| Banking or thrift institutions | Fewer than 5 | $4.1M |
| State or municipal government entities | Fewer than 5 | $3.3M |
| Individuals (other than high net worth individuals) | 223 | $64.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 430 | 371 | decreased by59 |
| Apr 1, 2026 | AUM | $280,709,177 | $342,913,476 | increased by$62,204,299 |
| Apr 1, 2026 | Accounts | 431 | 371 | decreased by60 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 6 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 205 | 430 | increased by225 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $189,173,753 | $280,709,177 | increased by$91,535,424 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 209 | 431 | increased by222 |
| Apr 1, 2022 | Clients | 133 | 205 | increased by72 |
| Apr 1, 2022 | AUM | $159,869,162 | $189,173,753 | increased by$29,304,591 |
| Apr 1, 2022 | Accounts | 134 | 209 | increased by75 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MARTHA'S VINEYARD” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MARTHA'S VINEYARD” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.